Rosebridge
Multi award winning national group of independent Chartered Financial Planners offering personalised advice to individuals, businesses, charities and trusts.
We can advise you on
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Pensions & retirement
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Pension consolidation
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Pensions & retirement planning
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Next home / Remortgaging
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Financial planning
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Savings for children
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School fees planning
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Insurance & protection
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Income protection insurance
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Tax & trust planning
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Expatriate finances
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Commercial mortgages
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
Last authorised 20th January 2020
Meet our advisers
Phillip Rose
Director
Qualifications & Accreditations
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APFS - Associate, Personal Finance Society (PFS)
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To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.
Gareth Griffiths BSc (Hons), Dip PFS
Managing Director
Qualifications & Accreditations
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Dip PFS - Personal Finance Society Diploma (PFS)
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To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
Jane O'Hara FPFS, Chartered Financial Planner
Independent Financial Adviser
Qualifications & Accreditations
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FPFS - Fellow, Personal Finance Society (PFS)
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To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.
What our clients say
Phil Rose provides my family with technical pension and financial advice. Over the last 12 years he has always been proactive when considering the needs of the family business and has acted as a truly independent professional who always places his clients first.
Mahmud Kamani, BooHoo Founder
I have found them extremely helpful and knowledgeable. They always come back quickly and efficiently with any questions or problems I have and I never felt that I am being sold to. They have always been professional and confidential in everything they do and I would not hesitate to recommend them to anyone.
Dan Ashworth, FA Technical Director
Group IFA have been advising me both personally and business wise for over 10 years. During that time I have been provided with first class advice and we have undertaken a number of building acquisitions and completed an MBO. The staff are all professional, approachable and respond to queries very quickly. They have always listened, understood and provided tailored advice for our needs at the time.
I would not hesitate in recommending Group IFA.
Julian Roebuck, Managing Director - Gresham Office Furniture
Our firm works very closely with IFA on a number of mutual clients. Phil and his team are very proactive in both the day-to-day pensions and wealth management, and the wider issues that affect the business owner. They are also truly independent professionals who put their clients first at all times.
My personal experience has been that clients are delighted with the service they receive, and are happy to recommend their friends as well.
Michael Dawson, Managing Director, Forbes Dawson
I have known Gareth Griffiths for a long time as both a trustee and board member of the PFA. I have been very impressed with his integrity and knowledge of pensions and investments and would have no hesitation in recommending his services.
Gordon Taylor OBE, Chief Executive PFA
About us
Rosebridge is a firm of Chartered Financial Planners that provides tailored financial planning and wealth management solutions to high net worth individuals and corporate clients looking to build and safeguard their financial future.
Our expertise, professionalism and commitment to providing high quality advice has also been recognised by being named as one of thewealthnet's Top 25 Financial Planning Companies for the last three consecutive years. This accolade highlights the best and most successful private client focused advisory firms in the country.
Our clients, be they individual, families, trustees or corporate entities, typically have more challenging and complex requirements. Our goal is therefore to provide you with a truly personalised service that delivers the best possible outcome for your specific requirements now and in the future.
Whilst we specialise in creating and preserving wealth, our approach is simple and practical. We gain a complete understanding of your needs, provide initial and ongoing advice to meet desired outcomes or rectify problems and charge fees that are transparent and agreed with you in advance.
Our services
Tailored financial planning wealth management solutions for high net worth individuals, charities, trusts and businesses:
Wealth creation,
Wealth utilisation and preservation,
Wealth transfer between generations,
Cash flow planning,
Technical pension and estate taxation and life time allowance analysis.
We work in collaboration with other professional advisers.
We do not advise on Final Salary pension scheme transfers.
Where to find us
20 Nicholas Street, Chester, Cheshire, CH1 2NX
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£125,000
Special offers
Choose an Unbiased exclusive special offer:
